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R. W. Roge & Company, Inc.: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of R. W. Roge & Company, Inc. on SPEM, newest first. How the timeline and the estimate are built.

R. W. Roge & Company, Inc. held 86,662 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,662 shares
    Change vs previous 13F -607 shares

    1.9% of the 13F portfolio, value $4,487,000.

    13F-HR 0001800745-26-000004 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 87,269 shares
    Change vs previous 13F -1,278 shares

    1.95% of the 13F portfolio, value $4,093,000.

    13F-HR 0001800745-26-000003 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 88,547 shares
    Change vs previous 13F -2,720 shares

    2.05% of the 13F portfolio, value $4,144,000.

    13F-HR 0001800745-26-000002 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 91,267 shares
    Change vs previous 13F +790 shares

    2.19% of the 13F portfolio, value $4,272,000.

    13F-HR 0001800745-25-000002 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 90,477 shares
    Change vs previous 13F +22,264 shares

    2.2% of the 13F portfolio, value $3,866,000.

    13F-HR 0001907157-25-000036 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,213 shares
    Change vs previous 13F -57,610 shares

    1.47% of the 13F portfolio, value $2,685,000.

    13F-HR 0001842974-25-000016 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 125,823 shares
    Change vs previous 13F +106,342 shares

    2.6% of the 13F portfolio, value $4,827,000.

    13F-HR 0001907157-25-000008 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,481 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $804,000.

    13F-HR 0001906937-24-000003 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).